What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Edina, MN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Edina, MN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Rachel Infante
CFP®, CSRIC®
Birchwood Financial Partners, Inc.
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Dana Brewer
CFP®
Birchwood Financial Partners, Inc.
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Mark Struthers
CFP®, CFA®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
Bridget Handke
CFP®, CAP®
Birchwood Financial Partners, Inc.
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Kathy Longo
CFP®, CAP®, CDFA®
Flourish Wealth Management®
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Edina, MN and Serving Clients Nationwide
Bill Mulvahill
CFP®, CPA, MBT
Trailhead Planners, LLC
Minneapolis, MN
Specialties: Retirement Income Planning, Tax Planning, Investment Management, Comprehensive Financial Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country
Kimmie Moehring
CFP®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
John Bernstein
Bernstein Financial Advisory
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning
Over 25 years of sophisticated, high-level investment experience used to deliver simple & understandable financial strategies.
Damian Winther
CFP®, CSRIC®
Birchwood Financial Partners, Inc.
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
